Senior Salesforce Configuration & Field Service Expert

Location: Remote / Flexible

Engagement: Part-Time (Consulting / Contractor)

Experience Level: Senior / Expert (10+ years preferred)

About the Role

We are seeking a highly experienced Salesforce configuration expert with deep expertise in Field Service operations to lead, optimise, and scale our Salesforce environment. This is not an entry-level admin role - we are looking for someone who has designed and implemented complex Salesforce ecosystems and can operate autonomously at a strategic level.

You will take ownership of our Salesforce setup, ensuring it is efficient, scalable, and aligned with real-world service delivery operations.

Key Responsibilities

Lead end-to-end Salesforce configuration and optimization

Architect and manage Field Service workflows (job allocation, scheduling, dispatch, mobile workflows)

Design scalable systems for high-volume service operations

Improve lead booking job completion billing pipeline

Configure and optimise:

Flows, automations, and validation rules

Objects, fields, and page layouts

Reports and dashboards for operational visibility

Integrate Salesforce with external tools (dialers, payment systems, apps)

Reduce manual processes through automation and system design

Troubleshoot performance issues and implement best-practice solutions

Provide strategic input on scaling operations and CRM architecture

Required Experience

10+ years Salesforce experience (Admin / Consultant / Architect level)

Deep hands-on experience with Salesforce Field Service (FSL)

Proven track record building systems for:

Service-based businesses

Field technician / mobile workforce environments

Strong experience with:

Flow Builder (advanced)

Process automation

Complex object relationships

Experience integrating Salesforce with third-party platforms

Ability to translate business operations into system design

What We're Looking For

Someone who doesn't need hand-holding - can audit, identify gaps, and execute

Commercial thinker - understands ROI, efficiency, and scalability

Experience in fast-paced, high-growth environments

Strong problem solver who can simplify complexity

Comfortable working directly with founders / operators

Nice to Have

Experience in automotive, insurance, or service membership businesses

Background in call center + field service hybrid models

Exposure to high lead-volume environments (paid traffic driven)

Engagement Details

Part-time, flexible hours

Ongoing engagement with potential to expand scope

Immediate start preferred

How to Apply

Please include:

Summary of relevant Salesforce & Field Service experience

Examples of systems you've built or optimized

Availability (hours per week)